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CIK: 0001799880
Total reported value
$191.2M
$191.2M
122 檔
35.1%
As reported in its official Q2 2026 Form 13F filing, Emergent Wealth Advisors, LLC's tracked investment portfolio stood at $191.2M with 122 total positions.
In Q2 2026, Emergent Wealth Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 58 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, VUG) accounted for 35.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
BAI
市值: $921.9K
Top Position Liquidated / Trimmed
IUSB
前期市值: $495.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.80% | -0.33% | +2.21% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.12% | +0.39% | +8.79% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.46% | +0.50% | +544.50% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.88% | -0.58% | +3.05% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.67% | -0.28% | +5.59% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.34% | +0.11% | +6.53% | |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.85% | -0.54% | +3.83% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.75% | +0.21% | +3.02% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.59% | -1.99% | -6.78% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.39% | +0.81% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.34% | -0.06% | +8.64% | |
| 12 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.14% | -0.07% | +10.63% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.75% | -0.39% | -0.36% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.65% | -0.18% | -0.55% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.46% | -0.09% | +1.46% | |
| 16 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.38% | +0.02% | -0.38% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.13% | +10.47% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.24% | -0.15% | -0.38% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.23% | -1.78% | |
| 20 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.07% | -0.06% | -1.94% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.04% | +0.03% | +1.93% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | -0.09% | +8.26% | |
| 23 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.98% | +0.54% | +22.82% | |
| 24 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.98% | -0.11% | +4.48% | |
| 25 | WELL | Welltower Inc | Stock-Real Estate | 0.95% | +0.02% | +1.54% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.40% | +10.17% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | -0.19% | +1.77% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.13% | +6.03% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.05% | +1.90% | |
| 30 | GLW | Corning Inc | Stock-Tech | 0.63% | -0.26% | -1.69% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.24% | -7.55% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.60% | -0.06% | -22.47% | |
| 33 | ALAB | Astera Labs Inc | Stock-Tech | 0.54% | -0.14% | -22.46% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | +4.05% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.52% | +0.07% | -4.58% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | — | -6.03% | |
| 37 | SCCO | Southern Copper CORP | Stock-Materials | 0.49% | +0.09% | +1.00% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | +0.05% | +15.85% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.08% | +5.85% | |
| 40 | MTB | M & T Bank CORP | Stock-Financials | 0.48% | -0.04% | +0.34% | |
| 41 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.48% | +1.42% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.04% | -0.62% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.03% | +5.97% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | -0.13% | -9.14% | |
| 45 | TD | Toronto-dominion Bank | Stock-Financials | 0.42% | +0.31% | +61.44% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | — | -0.61% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.03% | -4.79% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.39% | -0.10% | -13.44% | |
| 49 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.38% | — | +1.31% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.37% | -0.01% | +15.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.6% | +544.50% | Add |
| 2 | BAI | Ishrs Ai In And Tech Act ETF | +0.5% | NEW | New buy |
| 3 | ALAB | Astera Labs Inc | +0.4% | -22.46% | Trim |
| 4 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.3% | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +2.21% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.3% | +3.05% | Add |
| 7 | TD | Toronto-dominion Bank | +0.3% | +61.44% | Add |
| 8 | GLW | Corning Inc | +0.3% | -1.69% | Trim |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -7.55% | Trim |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +3.02% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +1.77% | Add |
| 12 | TJX | Tjx Companies Inc | +0.2% | NEW | New buy |
| 13 | VTV | Vanguard Value ETF | +0.2% | +6.53% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.2% | -6.78% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.2% | +10.47% | Add |
| 16 | SNDK | Sandisk CORP | +0.2% | -30.37% | Trim |
| 17 | AVGO | Broadcom Inc | +0.2% | +8.26% | Add |
| 18 | RKLB | Rocket Lab CORP | +0.1% | +4.77% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.79% | Add |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | NEW | New buy |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | NEW | New buy |
| 23 | SCHH | Schwab US Reit ETF | +0.1% | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.90% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +4.05% | Add |
| 26 | SPG | Simon Property Group Inc | +0.1% | +4.48% | Add |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | -7.25% | Trim |
| 28 | TER | Teradyne Inc | +0.1% | — | Unchanged |
| 29 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.55% | Trim |
| 30 | APH | Amphenol Corp-cl A | +0.1% | -4.58% | Trim |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.81% | Add |
| 32 | AAPL | Apple Inc | +0.1% | +6.03% | Add |
| 33 | WDC | Western Digital CORP | +0.1% | -38.10% | Trim |
| 34 | CXW | Corecivic Inc | +0.1% | — | Unchanged |
| 35 | STLD | Steel Dynamics Inc | 0% | — | Unchanged |
| 36 | NOBL | Proshares S&p 500 Dividend A | 0% | +141.05% | Add |
| 37 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | — | Unchanged |
| 38 | WMT | Walmart Inc | 0% | +15.85% | Add |
| 39 | VXF | Vanguard Extended Market ETF | 0% | -0.38% | Trim |
| 40 | SCHX | Schwab US Large-cap ETF | 0% | +1.93% | Add |
| 41 | WELL | Welltower Inc | 0% | +1.54% | Add |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +15.45% | Add |
| 43 | QCOM | Qualcomm Inc | 0% | -10.76% | Trim |
| 44 | KOPN | Kopin CORP | 0% | NEW | New buy |
| 45 | BBUS | Jpmorgan Betabuilders US Equ | 0% | -0.38% | Trim |
| 46 | NVDA | Nvidia CORP | 0% | -1.78% | Trim |
| 47 | MTB | M & T Bank CORP | 0% | +0.34% | Add |
| 48 | JPM | Jpmorgan Chase & Co | 0% | +5.97% | Add |
| 49 | PYLD | Pimco Multisector Bond Actv | 0% | +15.35% | Add |
| 50 | ESML | Ishares Esg Aware Msci USA S | 0% | — | Unchanged |
According to official SEC Form 13F filings, Emergent Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $191.2M across 122 disclosed positions in Q2 2026.
During Q2 2026, Emergent Wealth Advisors, LLC's top holdings by market value included IVV (13.8%)、IEFA (6.1%)、VUG (5.5%). The largest single position, IVV, represented 13.8% of total portfolio value.
In Q2 2026, Emergent Wealth Advisors, LLC made 114 total portfolio adjustments, initiating 8 new buys, adding to 58 positions, trimming 37 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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